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Schwab U.S Small- Cap ETF

1,157 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 415 increasing their positions, 474 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
876
Jamison Private Wealth Management
Georgia
$250K
CFS
877
Coordinated Financial Services
Colorado
$250K
WA
878
WPG Advisers
Maryland
$250K
HCMT
879
Highland Capital Management (Tennessee)
Tennessee
$249K
WF
880
Williams Financial
Vermont
$249K
GKWIM
881
Gerber Kawasaki Wealth & Investment Management
California
$248K
PFGIA
882
Patriot Financial Group Insurance Agency
Massachusetts
$248K
QCM
883
QRG Capital Management
Illinois
$247K
EPAM
884
Evelyn Partners Asset Management
$247K
HPA
885
High Probability Advisors
New York
$247K
GWCM
886
Godshalk Welsh Capital Management
Pennsylvania
$246K
SPIA
887
Steward Partners Investment Advisory
New York
$245K
FCC
888
Flower City Capital
New York
$244K
CAI
889
Capital Advisors Inc
Oklahoma
$243K
LNWWM
890
Laird Norton Wetherby Wealth Management
California
$243K
FC
891
Fusion Capital
South Carolina
$241K
CIA
892
Cascade Investment Advisors
Oregon
$240K
SAM
893
Sawgrass Asset Management
Florida
$240K
MWP
894
Madison Wealth Partners
Wisconsin
$239K
CWA
895
Continuum Wealth Advisors
New York
$239K
LPT
896
Legacy Private Trust
Wisconsin
$238K
AFA
897
Alpha Financial Advisors
North Carolina
$238K
FL
898
FreeGulliver LLC
Louisiana
$237K
AA
899
Alesco Advisors
New York
$237K
CIC
900
Carnegie Investment Counsel
Ohio
$237K